David G. Email & Phone Number
Senior Vice President, Head of Brokerage Tax Operations, Service and Strategy @ Fidelity Investments
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David G. Location
- New York, NY, US
David G. Work
- Senior Vice President, Head of Brokerage Tax Operations, Service and Strategy @ (March 2026 - Present)
- Senior Vice President Head of Tax @ (August 2022 - March 2026)
- Director, Head of Tax Operations @ (March 2019 - August 2022)
- Vice President - Regulatory and Tax Operations @ (August 2010 - March 2019)
- Principal Consultant @ (December 2009 - August 2010)
- Vice President @ Dresdner Kleinwort Wasserstein (August 2008 - December 2009)
- Prime Brokerage Position Management @ (June 2006 - August 2008)
- Associate @ (March 2002 - June 2006)
- Settlement Specialist @ (October 1997 - June 2002)
David G. Education
- Long Island University
Master of Business Administration (MBA) (Taxation)
2006-2008 - St. John's University
Bachelor of Science (BS) (Accounting and Finance)
1997-2002
David G. Skills
- Accounting
- Agile Project Management
- Asset Management
- Blueprint
- Budget Management
- Business Analysis
- Business Continuity
- Business Process Management
- Business Process Outsourcing (BPO)
- Business Requirements
- Business Strategy
- Change Management
- Class Actions
- Client Relations
- Coaching & Mentoring
- Corporate Actions
- Cost Basis Reporting
- Cost Control
- Derivatives
- FATCA
- Financial Markets
- Global Custody
- Global Strategy
- Hedge Funds
- International Tax
- International Tax Consulting
- Lean Management
- Managed Services
- Management Consulting
- Mentoring
- New Business Development
- Operating Budgets
- Operations Management
- Outsourcing
- Process Improvement
- Project Implementation
- Project Management
- Recruiting
- Regulatory Requirements
- Relationship Management
- Risk Management
- Signavio
- Six Sigma
- Strategy Implementation
- Tax
- Tax Advisory
- Tax Treaties
- Team Leadership
- Transaction Tax
- Vendor Management
- Alternative
- Strategy
- Business Process
- Fixed Income
- Pharmaceutical Industry
- Management
- Business Process Outsourcing Bpo
- Coaching and Mentoring
- Business Process Outsourcing
David G. Summary
- David G., based in New York, NY, US, is currently a Senior Vice President, Head of Brokerage Tax Operations, Service and Strategy at Fidelity Investments. David G. brings experience from previous roles at iCapital, Cowen Inc., Goldman Sachs and Capco. David G. holds a 2006 - 2008 Master of Business Administration (MBA) in Taxation @ Long Island University. With a robust skill set that includes Accounting, Agile Project Management, Asset Management, Blueprint, Budget Management and more. David G. has 2 emails and 2 mobile phone numbers on RocketReach.
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